31 Oct 2025
1h 14m

All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

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BG2Pod with Brad Gerstner and Bill Gurley

In this interview podcast, Brad Gerstner interviews Sam Altman and Satya Nadella about the evolving partnership between OpenAI and Microsoft, focusing on the restructuring of OpenAI with a non-profit on top and a public benefit corp below, Microsoft's investment and ownership stake, and the exclusivity and revenue-sharing agreements. They discuss the challenges and opportunities in AI, including compute constraints, the potential for AGI, and the impact of AI on software, job creation, and economic productivity. The conversation also covers regulatory concerns, the reindustrialization of America, and future innovations in AI, such as scientific discoveries and new computing devices.

Outlines

Part 1: Partnership & Restructuring

Part 2: Compute & Regulation

Part 3: Microsoft's Perspective

Part 4: AI Impact & Future Outlook

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